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Francis Financial’s Viatris VTRS Stock Holding History

Francis Financial’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$118K Sell
13,209
-13,974
-51% -$125K 0.03% 92
2025
Q1 		$237K Sell
27,183
-462
-2% -$4.02K 0.06% 76
2024
Q4 		$336K Buy
27,645
+586
+2% +$7.13K 0.09% 67
2024
Q3 		$314K Buy
+27,059
New +$314K 0.08% 71